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Weekly Strategy Perspectives

Weekly Strategy Perspectives provides key themes and views with respect to investment strategy based on events and their impact on equity and fixed income markets over the past week.
Weekly Strategy Perspectives
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Networth Newsletter

Networth Newsletter
Networth Newsletter
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Global Markets Commentary

Our experts provide an overview of recent global events and their impact on the markets.
Global Markets Commentary

Federal News & Affairs

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2024 Federal Budget Review, a Deeper Dive

The recent 2024 Federal Budget proposed several important new measures impacting individuals and business owners, most notably a change in the capital gains inclusion rate (from 1/2 to 2/3 effective June 25, 2024) for all capital gains realized by corporations and trusts, and for individuals on annual capital gains exceeding $250,000.
2024 Federal Budget Review, a Deeper Dive

Client Zone

The Client Zone is a dedicated space designed to help you cut through complexity. Here, we share clear and concise educational pieces that explain the strategies, structures and products we use—from alternatives and structured notes to cross-border planning and estate strategies.

 

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